Concept: Salesforce Connector Permission Sets in Salesforce

Permission Set: Evisort Metadata Custom Field Permission

You must manually assign the Evisort Metadata Custom Field Permission permission set to all Salesforce Connector users. This assignment is required to grant the correct access to Contract Management and Document Intelligence features within Salesforce.

This permission set is dynamically updated when synchronizing Contract Management and Document Intelligence fields.

Field Permissions: Users can edit and read Contract Intelligence fields related to the Evisort__c object.

Permission Set: Evisort Admin

This permission set grants comprehensive access to the Contract Management and Document Intelligence app in Salesforce, enabling configuration, file processing, record management, and log viewing, with granular control over user actions for data security and integrity.

Access	Description
General Permissions	Access Contract Management and Document Intelligence Apex classes: Users can run various parts of the Contract Management and Document Intelligence code to use app features. Configure Contract Management and Document Intelligence: Users can set up and customize the Contract Management and Document Intelligence app within their Salesforce org. Send files to Contract Management and Document Intelligence: Users can send files from Salesforce to Contract Management and Document Intelligence for processing, such as extracting contract dates or clauses. Edit Contract Management and Document Intelligence records: Users can change details in Contract Management and Document Intelligence records directly from Salesforce.
Specific Object Permissions	Full access to some objects: Users have complete control (create, view, edit, and delete) over objects such as Attachment__c, Evisort_Export_Filter__c, Intake_Form_Mapping__c, and Intake_Form__c. Limited access to other objects: Users can typically create, view, and edit records for objects such as Evisort_Export_Document__c, Evisort_Export_Object__c, Evisort_Field_Definition__c, Evisort_Field_Value__c, Evisort_Ticket__c, and Evisort__c. With this permission, users might not be able to delete or see all records in the org. Read-only access to logs: Users can view log files for troubleshooting or monitoring purposes but can’t make changes.
Tab Visibility	Access to Contract Management and Document Intelligence tabs: Several Contract Management and Document Intelligence-related tabs are visible in Salesforce, providing easy navigation within the app.
Field Permissions	Edit and read most fields: Users can edit and read most fields related to Contract Management and Document Intelligence objects. Read-only access to some fields: Certain fields, particularly those automatically generated or calculated, are read-only.

Permission Set: Evisort User

This permission set enables users to actively use the Contract Management and Document Intelligence app in Salesforce, including sending files, managing records and tickets, and editing field values and definitions. Access to certain objects and fields is limited to prevent overarching configuration changes or viewing sensitive data.

Access	Description
General Permissions	Use Contract Management and Document Intelligence features: Users can utilize the core functionality of the Contract Management and Document Intelligence app through access to its Apex classes. Send files to Contract Management and Document Intelligence: Users can send files from Salesforce to Contract Management and Document Intelligence for processing and analysis. Edit Contract Management and Document Intelligence records: Users can modify details within Contract Management and Document Intelligence records directly from Salesforce.
Specific Object Permissions	Manage Contract Management and Document Intelligence field values: Users can create, edit, and delete records related to Contract Management and Document Intelligence field values. Work with Contract Management and Document Intelligence records: Users can create, edit, and delete Contract Management and Document Intelligence records associated with Salesforce objects. Manage Contract Management and Document Intelligence tickets: Users can create, edit, and manage Contract Management and Document Intelligence tickets for file tracking and processing. Edit Contract Management and Document Intelligence field definitions: Users have full control over Contract Management and Document Intelligence field definitions, allowing customization of data capture and display. Limited access to export objects and filters: Users have read access to export objects and filters but can’t create or delete them. They can edit certain fields in these objects. Edit intake forms: Users can modify existing intake forms but can’t create or delete them. View-only access to mappings: Users can view how Salesforce objects and fields are mapped to Contract Management and Document Intelligence but can’t make changes to these mappings.
Tab Visibility	Access to key Contract Management and Document Intelligence tabs: Several Contract Management and Document Intelligence-related tabs are visible in Salesforce, providing easy access to different parts of the app.
Field Permissions	Edit and read most fields: Users can edit and read most fields related to Contract Management and Document Intelligence objects. Read-only access to some fields: Certain fields, especially those that are system-generated or calculated, are read-only.

Enforce Content Permissions

This permission ensures a consistent experience across both Salesforce and Evisort platforms by preventing users from performing actions in Salesforce that they aren’t permitted to do in Evisort.

Select the

Enforce Content Permissions

check box in the Evisort Workspace Setting custom settings to enforce the permissions defined in the Evisort workflow.

By default, this permission is turned off to maintain existing workflows

Check Box State	Description
Checked	Honors the Evisort permissions associated with each workflow stage. Users are restricted from accessing the Download , Upload New Version , and Share buttons within Salesforce, ensuring only authorized users can perform these actions.
Unchecked	The Download , Upload New Version , and Share buttons are enabled for users who submit tickets, allowing them to use these functions without restriction.